Retirement Score

How Can Your Retirement Score Help You?

Assess Financial Preparedness

The Retirement Score gives you a clear snapshot of how well-prepared you are for retirement, highlighting areas where you might need to save more or adjust your plans.

Identify Risk Factors

It helps you understand potential risks to your retirement income, allowing you to make informed decisions to mitigate these risks.

Optimize Retirement Strategy

By analyzing different scenarios, the score offers actionable insights to improve your retirement plan and achieve your income goals.

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Who is Jason Suzuki?

I'm a people person who is very solution-oriented. Based on my real-life experiences, my life has been quite a journey as I've gone from majoring in philosophy as a pre-law to being a substitute teacher in the District of Mendota to founding my own employee benefits business.   

Despite the obstacles I've encountered in my personal and professional life, I remain grateful for the opportunities that have propelled me to where I am today.

I've always been passionate about insurance and helping small business owners realize how impactful employee benefits can be to their employee retention rate and overall growth trajectory- this is what drove me to start Suzuki and Associates. 

With Suzuki and Associates, I aim to bridge the gap for small business owners and provide them with the knowledge and support they need to make informed decisions about employee benefits.

Unfortunately, the current benefits system can be very hostile for small business owners looking to provide health coverage for their employees. And that's precisely where I come in. I'll help you understand all your options, keep you informed about current trends in the California employee benefits marketplace, and what would work best for your business's budget.

In addition to my work in insurance, I host The Real Deal Show, a series inspired by my entrepreneurial journey and the many interactions I've had with various business professionals within the insurance industry. Check it out here.

Got questions for me?

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Why choose Suzuki & Associates?

Our insurance offerings are flexible, affordable, and specifically tailored to all the unique needs of truck drivers like you.

Transparency

Transparency isn't just a buzzword – it's our guiding principle. No hidden clauses or surprise fees; just clear, honest communication every step of the way. Because we know that when you're informed, you're empowered to make decisions that align with your best interests and protect what matters most.

Your needs come first

Your concerns and aspirations are at the forefront of everything we do. Whether you're navigating the complexities of life insurance or seeking coverage for your business, we tailor our solutions to fit your unique circumstances. Because we understand that your peace of mind is paramount, and we're committed to going above and beyond to ensure you feel supported and secure during this process.

Friendly Mentor

Navigating the world of insurance can feel daunting, but you don't have to go through it alone. Think of us as your friendly mentor, guiding you through the maze of policies and premiums with patience, empathy, and a genuine desire to see you succeed. From deciphering industry jargon to offering personalized advice, we're here to make the process smooth, stress-free, and even enjoyable.

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Here's what people say about Jason - founder of Suzuki & Associates

Still in doubt? Here is what people had to say about Jason Suzuki & Associates

“When I first got hired as a CHP, I was referred to Jason Suzuki because of his complete understanding of our benefits. He explained everything from life insurance, disability, and even retirement, which made me very confident about my coverage. I highly recommend Jason Suzuki for his expertise and broad knowledge in insurance and retirement.”

Eduardo Rodriguez

California Highway Patrol.

“I have known Jason for over 20 years, and there is nobody I trust more with my insurance policies. Very knowledgeable and professional”

Jeremy Fonseca  

California Highway Patrol Officer of the Year 2023.

“Jason Suzuki got me dialed in with my disability insurance. When you’re fighting at the highest level with the “Ultimate Fighting Championship”, injuries occur often. Jason Suzuki explained to me the right amount of coverage that was just right for my situation. Jason Suzuki is my go-to guy.”

Lavar “Big” Johnson  

UFC Heavyweight Athlete.

“I have known Jason for many years now and have become a dear friend. The trust I have in Jason is the reason why I decided to do business with him. He’s just solid.”

Khetphet Phagnasay  

Actor, Director & Producer

Getting Retirement Ready Starts Here

To get a better idea of your personal Retirement Score please fill out the form below

or call us at 1-559-540-8457.

Got any questions?

To help you find the answers you need, we’ve gathered responses to the most common questions about annuities.

What is the Retirement Score?

The Retirement Score is a measure of your financial readiness for retirement. It indicates how likely you are to meet your income goals during retirement based on current savings and planning.

How is the Retirement Score calculated?

The score is generated using advanced financial modeling techniques like Monte Carlo simulations, which analyze various factors such as savings, investments, and spending habits.

How can I improve my Retirement Score?

You can improve your Retirement Score by adjusting your savings rate, optimizing investment strategies, and potentially delaying retirement to accumulate more wealth.

How Often Should I Check My Retirement Score?

It’s a good idea to review your Retirement Score annually or after significant financial changes, such as a major investment or a change in your savings plan. Regular check-ins will ensure your retirement plan remains aligned with your goals.

What Should I Do if My Retirement Score is Low?

If your Retirement Score isn’t where you’d like it to be, don’t worry. We can explore strategies to boost your score, such as adjusting your savings plan or considering tailored annuity options

How Do I Get Started with My Retirement Score?

Simply fill out the form with the required personal details. We’ll schedule an introductory call to gather some basic information, and then I’ll provide a detailed assessment and discuss the way forward.